Benefits Consultant

Alliant Insurance Services•Phoenix, AZ

About The Position

The Benefits Consultant acts as an agent for Producer assigned accounts, handling both servicing and solicitation activities. This role involves managing a book of business and directing the work of a service team. The consultant is expected to be an expert in all benefit lines and funding mechanisms, serving as the direct point of contact for clients from the initial lead stage. Key responsibilities include managing client relationships, developing new business leads, participating in team selling processes, and preparing and presenting renewal analyses. The consultant also sells renewal business and additional lines of coverage to existing clients, promotes other agency services, and provides analysis and recommendations on client's existing coverages. This position requires selecting carriers for solicitation, negotiating with them, responding to client inquiries, reviewing contracts, and managing third-party vendor relationships. The Benefits Consultant also leads a dedicated service team, serves as a technical expert, creates new client sales opportunities, and handles fee collection and reconciliation.

Requirements

Bachelor's Degree or equivalent combination of education and experience
Ten (10) or more years related work experience
Must continue to meet Continuing Education requirements for license renewal
Valid Insurance License
In depth knowledge of underwriting principles and market conditions
Excellent verbal and written communication skills
Excellent problem solving and time management skills
Ability to lead a team and to foster teamwork
Excellent planning, organizational and prioritization skills
Proficient in Microsoft Office Suite

Responsibilities

Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities.
Manages book of business and directs work of service team.
Manages all client required services and maintains client relationship with no input from Producers.
Manages large market book of business through direction of employees on service team.
Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities.
Acts as direct point of contact for client from time of lead.
Acts as the lead representative to an assigned book-of-business.
Participates in team selling process including finalist interviews and RFP responses.
Prepares and presents to client renewal analysis.
Sells renewal business to existing clients and where applicable, sells additional lines of coverage.
Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals.
Provides analysis and recommendations concerning client's existing coverages.
Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations.
Receives and responds to client inquiries including benefit and claim questions and issues.
Reviews client coverage contracts and amendments for accuracy.
Manages and negotiates third party vendor relationships and contracts on behalf of the client.
Manages dedicated service team.
Serves as technical expert, assisting department members to resolve complex issues.
Creates new client sales opportunities.
Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date.
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
Other duties as assigned.